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iShares S&P 500 Value ETF
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Overview Fund Activity

1,118 hedge funds and large institutions have $16.9B invested in iShares S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 323 increasing their positions, 464 reducing their positions, and 64 closing their positions.

Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.9%
Holding in Top 10
95
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.41%
% of All Funds
1.52%
New
102
Increased
323
Reduced
464
Closed
64
Calls
$23M
Puts
$2.73M
Net Calls
+$20.3M
Net Calls Change
+$3.2M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$145M
2
Bank of America
2
Bank of America
North Carolina
$1.06B
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$73.5M
4
SS
4
Simplicity Solutions
Minnesota
$17.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$493M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.79B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$591M
3
Wells Fargo
3
Wells Fargo
California
$1.26B
4
Truist Financial
4
Truist Financial
North Carolina
$32.4M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$7.09M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.79B 18,379,067 -3,154,992 -15%
Morgan Stanley
2
Morgan Stanley
New York
$1.73B 11,388,722 -290,249 -2%
Wells Fargo
3
Wells Fargo
California
$1.26B 8,296,118 -422,769 -5%
Bank of America
4
Bank of America
North Carolina
$1.06B 7,012,712 +259,746 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$591M 3,895,140 -721,298 -16%
UBS Group
6
UBS Group
Switzerland
$562M 3,704,678 -53,542 -1%
Goldman Sachs
7
Goldman Sachs
New York
$493M 3,246,178 +100,369 +3%
Ameriprise
8
Ameriprise
Minnesota
$367M 2,416,024 -56,059 -2%
Stifel Financial
9
Stifel Financial
Missouri
$335M 2,207,615 -268,605 -11%
LPL Financial
10
LPL Financial
California
$296M 1,948,876 +55,367 +3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$215M 1,415,657 +7,711 +0.5%
US Bancorp
12
US Bancorp
Minnesota
$195M 1,287,417 -37,353 -3%
M&T Bank
13
M&T Bank
New York
$178M 1,171,502 -73,495 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$175M 1,153,002 -37,186 -3%
Mariner
15
Mariner
Kansas
$171M 1,129,602 -12,347 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$159M 1,050,340 -76,481 -7%
HNB
17
Huntington National Bank
Ohio
– – – –
VMPIC
18
Varma Mutual Pension Insurance Co
Finland
$145M 955,459 +905,955 +1,830%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$142M 937,006 -13,513 -1%
RJA
20
Raymond James & Associates
Florida
$118M 780,304 +14,147 +2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$111M 730,126 -29,669 -4%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$107M 702,849 -38,915 -5%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$101M 664,367 -19,782 -3%
MCM
24
MAI Capital Management
Ohio
$90.9M 598,934 -24,995 -4%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$84.5M 556,726 -17,365 -3%
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